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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Fleming is a financial advisor with over 25 years of experience in the industry. Nancy currently works at Fleming Financial Services in Mesa, AZ. Nancy is registered as a Registered Investment Advisor in Arizona. Previously, Nancy worked at Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, SunAmerica Securities, Inc., and Hornor, Townsend & Kent, Inc. She holds a Series 63, 6, 7, and 65 license. Nancy is a Certified Financial Planner (CFP). Nancy offers financial planning, pension consulting, educational seminars, portfolio management for individuals, and publication of periodicals. Nancy specializes in serving high-net-worth individuals and individuals other than high-net-worth. She provides other services such as security ratings.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
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2
AZ
09/17/2009 - Present
Fleming Financial Services (MESA AZ)
IN
07/30/2003 - 12/15/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/30/2003 - 12/15/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
AZ
11/14/1995 - 06/27/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
PA
01/26/1994 - 10/18/1995
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
Issued 09/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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